Position Details
About this role
Part-time Branch Office Administrator in Soldotna, AK supporting Edward Jones financial advisors with client service, account management, and administrative functions. The role emphasizes training, marketing activities, and a positive client experience.
Key Responsibilities
- Provide exceptional client service via inbound and outbound calls, email, and in-person interactions
- Manage client accounts and documentation
- Schedule appointments and prepare materials for client meetings
- Support marketing initiatives and events
- Learn and use firm-provided software such as MoneyGuide, Salesforce, and Microsoft Office
Technical Overview
Role involves using MoneyGuide, Salesforce, and Microsoft Office within Edward Jones' branch operations; 6-month training and team support provided.
Ideal Candidate
The ideal candidate is a part-time Branch Office Administrator with strong client service and administrative skills, supporting financial advisors and coordinating events. Proficiency with MoneyGuide, Salesforce, and Microsoft Office enables effective branch operations.
Must-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
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